API library
Fully customized robo
Ready-to-go robo
The Next-Gen B2B Robo-Advisory Platform for Financial and Technology Institutions
Adopt the future of wealth management technology today.
With Wealth Management This Easy, You’ll Feel Like A Million Dollars!
Our SaaS robo-advisory platform makes an impact on your digital customer experience!
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End-Users and Counting
Bambu has been proven to skyrocket financial institutions to the next level of wealth management.
Clarity Beats Complexity
Sit back and relax while we consult, design, and build a digital wealth platform tailored to your specific needs.
Financial Advice, Upgraded.
We’ve put in the hours and hard work to perfect the technology, so you don’t have to.
It’s Simple, Really!
We’re the FinTech experts you work with to make your life easier.
Mo’ Money, No Problems
Going digital means that your customers’ wealth management systems will be smooth sailing.
Don't Sweat It
Let us do the heavy lifting while you focus on your customers’ needs.
Trusted by Financial Institutions Around The World
Find a Product that’s Right for your Team!
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Wealth management APIs
| Location | Global |
| Development (front and back-end) | Coding done by the tenant |
| Customization | Implementation and customization done by the tenant |
| Timeline | Timeline varies by the tenant |
| Features | Non-transactional and non-organizational core Bambu features |
| Investment options | – |
| Custodian | – |
| Target audience | Small and medium financial services, advisors and Fintech |
| Support | Dedicated support for the corporate tier only |
Customized Robo
| Location | Global |
| Development (front and back-end) | Coding required |
| Customization | Fully customized – User journeys, flows, and full front-end configurations |
| Timeline | A minimum of 6 months to develop |
| Features | Core Bambu features plus customizable functionality |
| Investment options | Unlimited and customized |
| Custodian | Custom integrations |
| Target audience | Large, regional and global financial services |
| Support | Operates around the clock, 24/7 |
Turn-key Robo
| Location | U.S. only |
| Development (front and back-end) | Zero coding needed |
| Customization | Personalized colors, logo, branding and portfolio management |
| Timeline | 4-8 weeks to launch |
| Features | Core Bambu features |
| Investment options | Upload model portfolios – limited to ETFs only available in Apex Clearing product universe |
| Custodian | Apex Clearing |
| Target audience | Small and medium financial services, advisors, fintech |
| Support | Feature and platform support |
The Need for
THE CHALLENGE
Outdated systems make financial digitalization hard to access.
Digitalization is a necessity today; however, tech and financial institutions that dominate the market continuously fail to innovate. To keep up with the ever-changing times, the industry needs a fantastic, up-to-date upgrade. 🌟
THE SOLUTION
A platform so seamlessly human that it’s almost magical.
People push back against what they don’t know. To make the process of change easier, we create a path of least resistance. Bambu is an ecosystem of problem-solvers, driven misfits, creators, and outside-the-box thinkers. It’s a network that challenges the status quo and changes how finance and investment operate.
THE RESULT
The Trademark
Experience
Experience
With our intuitive and intelligent tech designed for the future of digital wealth, we’re here to simplify and improve the financial experience of today’s world. By doing so, we get closer to fulfilling our dream of helping people achieve their financial goals all around the globe, except Antarctica.
Leave it to the tech!
Even if you don’t know how our robo-advisors work, partnering with us will give you an edge over your competitors.